Remote Tax Expert (CPA/EA) for TurboTax

Intuit, Inc.; Erie (Erie County); Remote; USD 42,000 - 68,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax returns, expert guidance, and clear explanations of tax terms.

You will work toward empowering customers to complete their returns accurately while upholding brand standards and providing excellent service. The role demands a valid CPA/EA or practicing attorney credential, 2+ years of 1040 experience, and strong communication skills.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, permits, or bonds; PTIN required.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers via video using TurboTax tools.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Deliver high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government websites and resources to find accurate answers.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests, projects, and trainings as required.

Skills

CPA/EA/Attorney credential

Tax preparation experience

Customer service skills

Video communications

Bilingual English/Spanish

PTIN active

State licenses

Technical proficiency

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax returns, expert guidance, and clear explanations of tax terms.

You will work toward empowering customers to complete their returns accurately while upholding brand standards and providing excellent service. The role demands a valid CPA/EA or practicing attorney credential, 2+ years of 1040 experience, and strong communication skills.